Planning Jobs in East London, Eastern Cape
Financial Planning Partner Assistant NEW
Headhunters
East London
industry is currently looking to employ a Financial Planning Partner Assistant based in East London. A wonderful detail. Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking
share this job on whatsappParaplanner East London
HeadhuntersEast London
education or courses essential. Exposure to financial planning is essential. Understanding of FAIS and FICA legislation entities for Joint Planning and reporting on XPlan (Families and related parties – joint planning). Complete the various advice tools and CRM's. Financial Planning preparation and Client Reviews: XPlan Wealth Maps preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business Development over the scenario planning function in IWP. Check and ensure that all final plans are compliant and saved
Financial Partner East London NEW
HeadhuntersEast London
industry is currently looking to employ a Financial Planning Partner Assistant based in East London. A wonderful detail. Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking
Maintenance Fitter East London
HeadhuntersEast London
Responsibilities, include : 1. Maintenance: Daily planned maintenance Daily preventative maintenance routines: equipment: Diagnose root cause of equipment failure. Plan action to remove cause of failure. Repair failure where required. Communicate with production on planning changes to production runs timeously. Identify
Share on Facebook
Share on Twitter
Share on Linkedin